Fidelity Investments · 14 hours ago
Senior Associate, Financial Solutions
Boston, MA
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $171K/yr
1+ years expFidelity Investments is a leading financial services firm, and they are seeking a Senior Associate for their Financial Solutions team. The role involves certifying and maintaining the profiling methodology that supports the company’s advice offerings while collaborating with various teams to ensure quality implementation and design of financial planning methodologies.
Asset ManagementFinanceFinancial ServicesRetirementWealth Management
Responsibilities
Certification that the Financial Solutions methodology/model has been implemented as designed
Identifying and accessing data for financial planning methodology research and development
Attention to detail and ensuring quality of implementation by designing and executing rigorous processes
Supporting the design and implementation of prototypes
Working knowledge of generative AI and Vibe coding is a plus
Qualification
Required
Certification that the Financial Solutions methodology/model has been implemented as designed
Identifying and accessing data for financial planning methodology research and development
Attention to detail and ensuring quality of implementation by designing and executing rigorous processes
Supporting the design and implementation of prototypes
Working knowledge of generative AI and Vibe coding is a plus
Is excited to help Fidelity customers with financial planning
Has a solid understanding of and passion for the software development lifecycle and quality assurance principles
Demonstrates intellectual curiosity, initiative, and love for learning new skills and capabilities
Possesses strong quantitative and problem-solving skills
Enjoys working in a fast-paced team-based environment
Has experience with or is willing to learn skills over time related to quantitative model construction; data analytics; and programming languages such as R, Python and Visual Basic for Excel
Can manage and prioritize their work towards a deadline independently and working with a team
Proficient in SQL with the ability to write simple to complex SQL queries
Has an understanding of technology and user experience implications when implementing methodology
Holds a bachelor's degree or Graduate degree in Engineering, Finance, Mathematics, Econometrics, Computer Science, or equivalent quantitative and logic-oriented degree
Has an interest in pursuing the CFP designation to increase their financial planning domain knowledge
Has 1-3 years of relevant financial services experience
Has excellent communication skills
Financial planning topics, as well as aids in investment product development
Benefits
Comprehensive health care coverage
Emotional well-being support
Market-leading retirement
Generous paid time off
Parental leave
Charitable giving employee match program
Educational assistance including student loan repayment
Tuition reimbursement
Learning resources to develop your career
Company
Fidelity Investments
Fidelity’s mission is to strengthen the financial well-being of our customers and deliver better outcomes for the clients and businesses we serve.
10001+ employees
H1B Sponsorship
Fidelity Investments has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (8)
2023 (4)
2022 (6)
2021 (8)
2020 (30)
Funding
Current Stage
Late StageTotal Funding
$152.82MKey Investors
Apple
2020-12-28Secondary Market· $2.5M
2018-01-14Secondary Market· $1M
2017-05-03Secondary Market· $12.5M
Leadership Team
Abigail Johnson
Chairman & CEO
Jeanmarie Ward
Senior Vice President of Architecture
Recent News
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